VCM
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Virtue Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Virtue Capital Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$798K Buy
2,237
+56
+3% +$20K 0.11% 151
2026
Q1 		$680K Sell
2,181
-371
-15% -$124K 0.1% 165
2025
Q4 		$858K Sell
2,552
-25,497
-91% -$8.48M 0.13% 114
2025
Q3 		$1.23M Buy
28,049
+25,167
+873% +$7.95M 0.2% 83
2025
Q2 		$876K Sell
2,882
-1,268
-31% -$357K 0.16% 104
2025
Q1 		$1.14M Buy
+4,150
New +$1.21M 0.13% 126
2024
Q3 		– Sell
-3,627
Closed -$995K – 389
2024
Q2 		$995K Buy
3,627
+605
+20% +$157K 0.17% 101
2024
Q1 		$768K Sell
3,022
-124
-4% -$30.7K 0.14% 138
2023
Q4 		$733K Buy
3,146
+373
+13% +$82.5K 0.15% 131
2023
Q3 		$611K Hold
2,773
– – 0.1% 189
2023
Q2 		$611K Sell
2,773
-39
-1% -$8.13K 0.1% 189
2023
Q1 		$565K Buy
2,812
+95
+3% +$19K 0.09% 194
2022
Q4 		$519K Hold
2,717
– – 0.08% 196
2022
Q3 		$488K Sell
2,717
-441
-14% -$87.9K 0.08% 121
2022
Q2 		$596K Sell
3,158
-39
-1% -$8.01K 0.09% 99
2022
Q1 		$728K Sell
3,197
-215
-6% -$48.4K 0.11% 220
2021
Q4 		$824K Buy
3,412
+2,385
+232% +$563K 0.12% 200
2021
Q3 		$228K Sell
1,027
-116
-10% -$26.5K 0.04% 351
2021
Q2 		$255K Sell
1,143
-47
-4% -$10.2K 0.05% 284
2021
Q1 		$246K Sell
1,190
-137
-10% -$27.7K 0.06% 258
2020
Q4 		$258K Hold
1,327
– – 0.06% 240
2020
Q3 		$226K Hold
1,327
– – 0.06% 227
2020
Q2 		$208K Buy
+1,327
New +$196K 0.05% 224
2020
Q1 		– Sell
-2,861
Closed -$468K – 209
2019
Q4 		$468K Buy
+2,861
New +$448K 0.14% 149
2018
Q4 		– Sell
-3,154
Closed -$472K – 233
2018
Q3 		$472K Buy
+3,154
New +$464K 0.1% 185
2018
Q2 		– Sell
-1,975
Closed -$271K – 481
2018
Q1 		$271K Sell
1,975
-59
-3% -$8.27K 0.14% 164
2017
Q4 		$279K Buy
+2,034
New +$272K 0.16% 147

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtue Capital Management's VTI Position: Q2 2026 in Review

Virtue Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $20K and bringing the position to 2,237 shares worth $798K. The position accounts for 0.11% of the portfolio, ranked #151.

Virtue Capital Management first reported a position in VTI in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.23M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Virtue Capital Management held 2,237 shares of Vanguard Morningstar Total Stock Market ETF worth $798K as of Q2 2026.
  • Virtue Capital Management bought 56 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Virtue Capital Management's portfolio in Q2 2026, its #151 holding.
  • Virtue Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 27 quarters since.
  • Virtue Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.23M in Q3 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.